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Find a Financial Advisor in Spokane

Fulcrum Financial Group, a financial advisor in Spokane, was founded over two decades ago by Sarah Carlson. As a financial advisor in Spokane, she had a vision to start a company that would go beyond traditional wealth management, solving people’s unique money problems while helping them live their ideal lives.

Over the years, our team has grown to become a close-knit group of intelligent, compassionate individuals with over 5 decades of collective experience. We enjoy collaborating to address the complexities of your wealth—and as a financial advisor in Spokane, serving you and your family with the kind of thoughtfulness and empathy you deserve.

Meet the Team

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Sarah Carlson, CFP®, CLU®, ChFC®, CDFA®

Founder, Financial Life Manager

Sarah Carlson, CFP®, CLU®, ChFC®, CDFA®

Founder, Financial Life Manager

(509) 747-2075

scarlson@fulcrumfinancialgroup.com

I help people live their very best lives.

Although many think money can’t buy happiness, I know from experience that it certainly can help. With wealth often comes anxiety, especially for those with complicated situations. I strive to work closely with you, breaking it all down so it’s simple, easy to understand—and oriented towards the life you aspire to live.

I’ve been in the financial industry my entire career. I founded Fulcrum Financial Group in 1997 to help individuals and families navigate the many complexities that money can bring and move them closer to their goals.

A graduate of Yale University with a degree in Economics, a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, and Chartered Financial Consultant®, I am passionate about education, viewing it as a lifelong endeavor. I hold security registrations 24, 7, 6, 63, 65 through LPL Financial.

As a Certified Divorce Financial Analyst (CDFA®), I am qualified to help clients and lawyers navigate the complex financial decisions that arise during divorce proceedings.

To learn more about how I can help you pursue your financial goals, call today for a complimentary consultation.

June 23, 2016 Spokesman Review Article: Ironman 70.3 competitor bounces back
January 26, 2014 Spokesman Review Article: Financial planner Sarah Carlson Rieger talks of trust, relationships
May 26, 2012 Spokesman Review Article: Disability insurance let woman focus on recovery after serious injury

*Fulcrum Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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Travis Messinger, CFP®, CEPA®

Wealth Advisor

Travis Messinger, CFP®, CEPA®

Wealth Advisor

(509) 747-2075

tmessinger@fulcrumfinancialgroup.com

An Eastern Washington native, Travis obtained his degree in Economics with an emphasis in Financial Markets from Washington State University.

Soon after getting married, and upon becoming debt-free, Travis’ bride recalled his thoughtful analysis and the steps he took to expedite the payoff. With this in mind, she encouraged him to transition his career from traditional banking to financial planning.

Travis and his high school sweetheart, Michelle, enjoy raising their daughter and son at their country home in the Palouse.

Travis joined the Fulcrum Financial Group team in September 2016 as an Investment Advisor Representative of LPL Financial, currently holding securities registrations of the Series 7 and 66 through LPL Financial, as well as life and health insurance licensing. Travis is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor™.

It is a privilege to serve our clients - whether it be saving for retirement, leaving a legacy for future generations, or achieving all the financial goals in between.

I look forward to helping you pursue your financial vision.

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Jonna Damiano, RICP®, CDFA®

Wealth Advisor

Jonna Damiano, RICP®, CDFA®

Wealth Advisor

509-747-2075

jdamiano@fulcrumfinancialgroup.com

Born and raised in Spokane, Jonna graduated from Eastern Washington University with a degree in Finance. She began her career as a Financial Advisor shortly after graduation in 1996.

She loved the idea of creating solutions for people and building trusted, long-term relationships. Following her clients’ life paths and researching the numerous financial products and concepts that fit their situation best makes her career so rewarding for Jonna.

As an Advisor, Jonna holds the securities registrations 7 and 66 through LPL Financial as well as insurance licenses. She earned her Retirement Income Certified Professional (RICP®) designation in October 2015 and her Certified Divorce Financial Analyst (CDFA®) in 2024.

Jonna is married with 3 children: A daughter who is attending WSU, and two boys in high school. Attending their football games and other activities keeps their family busy. She is also the treasurer for their high school Booster Club.

They also love to spend time at the family lake cabin, avid sports fans, and attending many country concerts.

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Lacey Kerr

Director of Operations

Lacey Kerr

Director of Operations

509-747-2075

lkerr@fulcrumfinancialgroup.com

Lacey joined Fulcrum Financial Group in April of 2017 as the Director of Operations. Lacey works to enhance office efficiency while building on team dynamics and continuing to grow Fulcrum’s high level of customer service.

Having spent several years managing restaurants in the Spokane area, meeting and excelling client expectations is second nature to her.

Lacey received her undergraduate degree and MBA from Whitworth University, where she was an all-conference collegiate softball player.

Lacey has lived in Spokane her entire life and enjoys spending time outdoors with her family. She is an avid bowler in her free time and can also be found skiing the slopes of Schweitzer as well as her backyard hill, Mt. Spokane.

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Megan Holcomb

Administrative Marketing Assistant

Megan Holcomb

Administrative Marketing Assistant

Megan joined Fulcrum Financial Group as the Administrative Marketing Assistant in July of 2023. She graduated from Eastern Washington University with her undergraduate degree in Communication Studies and Marketing.

Having worked all throughout college and through marketing-focused coursework at EWU, Megan has grown her skills and has focused on helping local small businesses grow and thrive through effective marketing strategies. She is also social and people-centered, with a passion for working with and helping others.

Megan has lived in Spokane for her entire life and graduated from Shadle Park High School. She is extremely family-oriented, being lucky enough to have all of her family close by. In her free time, she enjoys spending time with her dog Chip, reading, trying new restaurants, and traveling.

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